Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard REIT Index Admiral Fund Mutual fund in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEST COAST PAPER COMPANY THE PROFIT SHARING PLAN AND TRUST OF WEST COAST PAPER COMPANY | KENT WA | 473 | $87.6M | $2.9M |
| 2 | ELLISON TECHNOLOGIES, INC. ELLISON TECHNOLOGIES EMPLOYEES RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS CA | 370 | $84.4M | $816K |
| 3 | RYDELL AUTO CENTER, INC. |
GRAND FORKS ND |
| 290 |
| $22.3M |
| $332K |
| 4 | LANCASTER-BURNS CONSTRUCTION, INC. LANCASTER-BURNS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 296 | $8.0M | $217K |
